Ggm Financials LLC Portfolio Holdings

Ggm Financials LLC

$485 Billion
Q2 2025

Ggm Financials LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $485 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advisorshares Tr Dorsey Wright with a value of $81.5B, Advisorshares Tr Dorsey Wright with a value of $64.3B, Invesco Qqq Trust, Series 1 with a value of $63.9B, Nvidia Corp with a value of $46.3B, and Vaneck Morningstar Wide Moat E with a value of $25.1B.

Examining the 13F form we can see an increase of $339B in the current position value, from $146B to 485B.

Ggm Financials LLC is based out at Columbus, OH

Below you can find more details about Ggm Financials LLC portfolio as well as his latest detailed transactions.

Portfolio value $485 Billion

ETFs: $221 Billion

Technology: $91.3 Billion

Communication Services: $26.4 Billion

Financial Services: $4.16 Billion

Consumer Cyclical: $1.09 Billion

Energy: $292 Million

Industrials: $7.16 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DWUS Advisorshares Tr Dorsey Wright	-	$81.5 Billion 16.81% of portfolio	-	Q2 2025 New
DWAW Advisorshares Tr Dorsey Wright ETFs	$0	$64.3 Billion 13.26% of portfolio	1,547,370	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$63.9 Billion 13.17% of portfolio	115,803	Q2 2025 Added 1,641.4%
NVDA Nvidia Corp Technology	$437B	$46.3 Billion 9.54% of portfolio	292,888	Q2 2025 Added 2,242.54%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$25.1 Billion 5.18% of portfolio	267,876	Q2 2025 New
AVGO Broadcom Inc. Technology	$120B	$24.4 Billion 5.02% of portfolio	88,388	Q2 2025 Added 3,734.62%
META Meta Platforms, Inc. Communication Services	$1.57T	$14.6 Billion 3.02% of portfolio	19,836	Q2 2025 New
Amer Sports Inc	-	$14.6 Billion 3.0% of portfolio	-	Q2 2025 New
Nebius Group N.V.	-	$12.4 Billion 2.56% of portfolio	-	Q2 2025 New
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$11.9 Billion 2.46% of portfolio	87,526	Q2 2025 New
FTCS First Trust Capital Strength E ETFs	$0	$10.5 Billion 2.17% of portfolio	115,584	Q2 2025 New
DVLU First Tr ETF Vi Dorsey Wright ETFs	$0	$9.53 Billion 1.96% of portfolio	319,149	Q2 2025 New
DDIV First Tr Exchnge Traded Fd Vi ETFs	$0	$9.2 Billion 1.9% of portfolio	240,921	Q2 2025 New
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$8.56 Billion 1.77% of portfolio	143,053	Q2 2025 New
MSFT Microsoft Corp Technology	$3.82T	$8.26 Billion 1.7% of portfolio	16,615	Q2 2025 Added 461.51%
Rubrik Inc.	-	$8.11 Billion 1.67% of portfolio	-	Q2 2025 New
Coreweave Inc	-	$7.44 Billion 1.53% of portfolio	-	Q2 2025 New
Astera Labs Inc	-	$7.34 Billion 1.51% of portfolio	-	Q2 2025 New
DVOL First Tr ETF Vi Dorsey Wright	-	$7.17 Billion 1.48% of portfolio	-	Q2 2025 New
ASTS Ast Space Mobile, Inc. Communication Services	$2.86B	$6.05 Billion 1.25% of portfolio	129,509	Q2 2025 New
ZS Zscaler, Inc. Technology	$41.5B	$5.81 Billion 1.2% of portfolio	18,509	Q2 2025 New
DASH Door Dash, Inc. Communication Services	$87.1B	$5.66 Billion 1.17% of portfolio	22,979	Q2 2025 New
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$4.32 Billion 0.89% of portfolio	53,862	Q2 2025 New
JPM Jpmorgan Chase & CO Financial Services	$871B	$3.55 Billion 0.73% of portfolio	12,243	Q2 2025 Added 210.26%
AAPL Apple Inc. Technology	$3.4T	$3.2 Billion 0.66% of portfolio	15,585	Q2 2025 Added 110.72%
PLTR Palantir Technologies Inc. Technology	$307B	$3.21 Billion 0.66% of portfolio	23,573	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.04 Billion 0.63% of portfolio	4,924	Q2 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.87 Billion 0.39% of portfolio	3,294	Q2 2025 New
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.86 Billion 0.38% of portfolio	29,575	Q2 2025 New
Ge Vernova Inc	-	$1.25 Billion 0.26% of portfolio	-	Q2 2025 New
MELI Mercadolibre Inc Consumer Cyclical	$120B	$1.09 Billion 0.22% of portfolio	417	Q2 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.03 Billion 0.21% of portfolio	14,151	Q2 2025 New
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$900 Million 0.19% of portfolio	8,935	Q2 2025 New
FVD First Tr Value Line Divid Inde ETFs	$0	$809 Million 0.17% of portfolio	18,095	Q2 2025 Reduced 29.32%
FLDR Fidelity Merrimack Str Tr Low ETFs	$0	$649 Million 0.13% of portfolio	12,966	Q2 2025 New
TQQQ Proshares Ultrapro Qqq ETFs	$0	$642 Million 0.13% of portfolio	7,740	Q2 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$620B	$612 Million 0.13% of portfolio	1,261	Q2 2025 New
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$604 Million 0.12% of portfolio	3,478	Q2 2025 New
FIGB Fidelity Merrimack Str Tr	-	$571 Million 0.12% of portfolio	-	Q2 2025 New
FCOR Fidelity Merrimack Str Tr Corp ETFs	$0	$567 Million 0.12% of portfolio	11,976	Q2 2025 New
VTI Vanguard Total Stock Market Et ETFs	$0	$533 Million 0.11% of portfolio	1,753	Q2 2025 New
FTSL First Trust Senior Ln Fund ETFs	$0	$428 Million 0.09% of portfolio	9,323	Q2 2025 New
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$430 Million 0.09% of portfolio	16,198	Q2 2025 New
SDOG Alps Sector Dividend Dogs ETF ETFs	$0	$356 Million 0.07% of portfolio	6,187	Q2 2025 New
FV First Trust Dorsey Wright Focu ETFs	$0	$336 Million 0.07% of portfolio	5,674	Q2 2025 New
XOM Exxon Mobil Corp Energy	$470B	$292 Million 0.06% of portfolio	2,711	Q2 2025 New
SHOP Shopify Inc. Technology	$149B	$203 Million 0.04% of portfolio	1,759	Q2 2025 New
SCWO 374 Water Inc. Industrials	$31.7M	$7.16 Million 0.0% of portfolio	22,067	Q2 2025 New

Summary

Portfolio
No. of Stocks 48
Current Value $485 Billion
Prior Value $146 Billion
Filing
Period Q2 2025
Filing Date July 23, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 41 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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Ggm Financials LLC Portfolio Holdings